This article is an overview of what each component of the Settings page is used for.
Table of Contents
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Click Settings |
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Click Marketing Automation Settings |
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Click Integration Settings |
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- Click's CRM
Click's CRM
The ClickDimensions Settings page looks like this:
Click Account Information
At the top of the ClickDimensions Settings page under ClickDimensions Account Information, you will see several items specific to your account
Microsoft Account Information
- Organization Name: This is the unique organization name for your CRM environment.
- PowerPlatform URL: This is the external URL for your CRM environment.
- PowerBI Token: This is an authentication token for PowerBI.
Marketing Automation Information
- Account Key: This is the account key for the Click solution generated for your specific environment.
- Token: This token is used as authentication token during solution update.
- License Level: This is your current Click license level.
Click Settings
Solution Management
Solution Management displays the current versions of the CRM solutions that you are using and provides an update option:
Clicking Update will download a zip file of the latest version of the installer for you to use when you want. You can read more about this and how to manually update your solution here.
If you have any custom fields, entities, or other content in your CRM, then you can also use the Metadata option to sync this data so Click can access it/map data to it/etc. For more information, see this article.
Error Log
Error log will display a list of technical errors that occur while you are using Click. You can read more about this and how to search for errors here.
Service Credentials
Service Credentials allows you to view and update the connection details for your environment's Click Service User.
Click Marketing Automation Settings
Usage
Usage displays several charts that track the activity of various actions over time. The charts are:
- Page Views
- Posts
- Emails
- CRM Error Rate
- Text Messages
For more information, see this article.
Tracking Script
Tracking Script is where you will find the tracking script that you must place on your website in order for Click to track it. Tracking Script also contains extra scripts that can be used for setting different lead scores for different pages, highlighting specific pages in your analytics, and automatically associating tracked information with campaigns. For more information on setting up your tracking script, see this article.
Training Center
Clicking Training Center will direct you to the Click Help Center homepage.
DNS Settings
DNS Settings is where you will add your CNAMEs to mask your email links. Setting up CNAMEs is not required, but it will make your correspondences look more professional and legitimate to recipients. For more information on setting up CNAMEs, see this article.
Support Center
Clicking Support Center will direct you to the Click Help Center homepage.
Subscription Management Settings
The Subscription Management Settings allow you to check whether your environment is currently using our Opt-in or Opt-Out subscription management and allows you to switch to the other version. Please see our article here for more details.
Export
Export allows you to export Email Template, Domain Record, and Form Field data from your environment (with the intent to import into a different environment). However, it does not export list labels or values, an option set will always be empty. Click here to see how to use this feature.
Import
Import allows you to import Email Template, Domain Record, and Form Field data that was exported from another environment (using the Export option) into your environment. However, it does not import list labels or values, an option set will always be empty. Click here to see how to use this feature.
NOTE: When exporting Email Templates, the content in the Email Template editor will not transfer if you attempt to import the data into an environment on a different Data Center.
Email CNAME
Email CNAME allows you to create additional CNAMEs so email links can be branded with a different CNAME than the default record set in DNS Settings if necessary. Clicking this link will bring you to the same page as navigating to ClickDimensions > Email CNAMEs in CRM.
Connectors
Connectors is where you can integrate a RSS to Email with your environment. Articles explaining RSS to Email can be found here.
BCC Email Settings
BCC Email Settings allows you to enable blind carbon copy functionality on all Click emails and specify an email address to which the BCC emails will be sent. Please keep in mind the following information when enabling BCC emails:
- Every email sent through Click will be BCC'd to this address; it cannot be enabled on a per-Email Send basis
- BCC emails will count against your license email volume, effectively doubling the number of emails you are sending. For example, if you send an Email Send to 100 recipients, you will receive 100 BCC emails, which will be a total of 200 of emails.
- Email Events generated by the BCC email recipient, such as opens or clicks, will not be recorded in your environment so they will not interfere with the reporting of Email Events for the original recipient
- BCC emails will have all dynamic content populated with data from the original recipient. For example, if it says "Hello John" for the recipient named "John", the BCC'd email for him will also say "Hello John". It will be an exact copy of the original email.
Domains
Domain records are necessary for web tracking to function properly and are also used to set a Web Content CNAME to brand links to Web Content records. Clicking this link will bring you to the Domains view.
Filters
Filters are used to specify specific IP addresses or domains for which you do not want to generate web tracking data. Clicking this link will bring you to the Filters view.
Inactive Records Settings
The Inactive Records Settings allow you to set how Click will interact with your inactive records. For more details, please see our article here.
Click Import
The Click Import tool is a wizard that allows you to easily import a list of contacts as marketing list members or Event Participation records. Clicking this link will bring you to the Click Import view in your environment.
SSL Certificates
The SSL Certificates option allows you to upload an SSL certificate for a domain from one of your Web Content CNAMEs to enable the use of HTTPS for those CNAME links.
Email Sending Domains
The Email Sending Domains allow you to setup and verify DKIM for your Email CNAMEs.
Personalization Configuration
The Personalization Configuration option allows you to enable any Dynamics/CRM entity (native or custom) that has a many to one (N:1) relationship with your Contact or Account entities to automatically generate Freemarker within the email designer or within the Subject field personalization menu. For more details, see our Email Personalization article.
Click Integration Settings
Event and Meeting Connectors
The Event and Meeting Connectors allow you to set up connections to Microsoft Teams, GoToWebinar, ZoomWebinar, Webex Webinar, Eventbrite and CVent platforms to pull event data into your environment. Articles explaining event integrations can be found here.
Social Marketing Settings
Under Social Marketing Settings, , you can configure and review your social account settings, such as account owner, CName and time zone. Articles explaining Social Marketing integration can be found here.
SMS Connectors
SMS Connectors allow you to set up connections to Twilio, Bulk SMS, MessageMedia SMS platforms to pull SMS messages sent and replies into CRM. Articles explaining SMS can be found here.
| Feature Added: Original |
| Click Version Need: Any |